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Set Up Deal Recap
To generate summaries for closed opportunities, turn on Opportunity Closing Recap, configure which field you want to use for closing notes, and assign the required permissions for your team.
Required Editions
| Available in: Lightning Experience |
| Available in Einstein Conversation Insights in Agentforce 1 Sales Edition and Agentforce for Sales add-on license. |
| User Permissions Needed | |
|---|---|
| To view deal recaps: | Deal Recap Standard User |
| To update the closing notes and regenerate the deal recap: | Deal Recap Edit User |
| To manage and configure the Deal Recap feature: | Deal Recap Admin |
- From Setup, select Salesforce Go. Then search for the Einstein Conversation Insights feature.
- Scroll down to find Unlock Advanced Functionality with Generative AI and turn on Opportunity Closing Recap.
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Select a field to use for closing notes. You can select any existing text field on the
opportunity record. We recommend creating a dedicated Closing Notes field for reps to provide
more context.
For example, create a required Closing Notes field that sales reps must complete before closing an opportunity.
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Assign the appropriate permission sets.
- Deal Recap Standard User: Assign this permission to users to see recaps for their closed deals. Users must have this permission and access to the specific opportunity to see the recap. The Regenerate button is hidden to users with this permission.
- Deal Recap Edit User: Assign this permission to users who require full create, read, update, and delete (CRUD) access to the recaps. Users with this permission can update the closing notes and regenerate recaps.
- Deal Recap Admin: Assign this permission to users who require full access to manage and configure the Deal Recap feature.
- Add the Deal Recap component to your Opportunity record pages.
Because the Deal Recap feature uses both Flow and Prompt Builder, you can customize the experience by:
- Specifying which opportunities trigger the recap process within the flow.
- Controlling the type of details, insights, and structural format of the recap from the Prompt Builder.
- Tailoring the response for different scenarios—such as specific teams, industries, deal sizes, and so on—by customizing the flow and prompt.
Deal recaps are generated by an automation flow that runs whenever an opportunity is closed. By default, all opportunities generate recaps. To restrict recaps to specific scenarios or specify which opportunities trigger a recap, edit the Generate Deal Recap flow. Branch this flow to trigger the action with different prompts for different scenarios, enabling multiple types of deal recaps with scenario-specific information. Associate each scenario with a unique custom prompt, which can be edited in Prompt Builder.
By default, the system sends all available opportunity data—stage transitions, emails, voice and video call meetings, and notes—from the past 90 days to the LLM for processing. You can customize the scope and volume of this data by adding these optional fields to the Generate Deal Recap Grounding Info flow.
| Field | Description |
|---|---|
| timelineEventTypes | This field restricts the data to specific event types only. The valid values can be a list of EmailInsights, MeetingInsights, Notes, or StageTransitions. |
| timelineLookbackDays | This field defines the number of look back days for the data. The default value is 90 days. |
| timelineMaxItemsPerType | This field controls the number of items per event type sent to the LLM. The default value is 25 items. |
To customize the format and output details of the recap, assign a specific prompt within the Generate Deal Recap flow. The default prompt is immutable and you can’t edit it directly. To implement a custom prompt, copy the default prompt and save it with a new name. Edit the flow to reference this new custom prompt. Then, generate a new version of the flow to apply these changes.
